Financial Services Professional

Job TitleWe are seeking an experienced Senior Financial Professional to join our team as a Senior Accountant. In this role, you will be responsible for providing high-level financial services to our clients, including preparation and review of personal income tax returns, financial statements, and other related documents.Key Responsibilities:Prepare and...

Job PurposeThe primary goal of this position is to provide high-quality accounting services to clients through comprehensive financial reviews, account management, and precise coding.This role entails processing bank feeds, reconciliations, and credit card statements, as well as monthly financial reviews, payroll recording, and thorough accounting cleanup...

SMSF Accountant OpportunityWe are seeking an Intermediate SMSF Accountant to support our clients with self-managed superannuation fund accounting and compliance. This is a key role within our organisation, where you will be responsible for preparing annual financial statements, tax returns, and compliance documentation for SMSFs.Key Responsibilities:Prepare...

Job Title: Customer Service RepresentativeLocation: AntipoloSchedule: Shifting SchedulesEmployment Type: Full-TimeJob Summary:We are seeking a dedicated and professional Call Center Customer Service Representative to join our team, providing excellent service to customers in a financial services environment. The primary responsibility will be assisting...

Job Title: Appointment SetterConduct proactive outbound outreach to potential clients through calls, emails, and CRM-driven communications.Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.Arrange consultations with the appropriate financial advisers or coaches.Maintain accurate records of...

Billing SpecialistAre you a highly organized and detail-oriented professional seeking a challenging role that leverages your skills in financial management? As a Billing Specialist, you will be responsible for streamlining our invoicing and payment processes, ensuring accurate and timely billing, payment collection, and financial reporting.Key...

Seeking a detail-oriented professional with solid UK compliance knowledge to prepare year-end accounts for UK-based clients in accordance with FRS 102 1A.This role is ideal for an experienced financial services expert who can draft and review financial disclosures and statutory reports, reconcile balance sheet accounts, and work closely with the internal...

Job OverviewThis role is ideal for those seeking a challenging position in banking where they can utilize their administrative, operational, marketing, and financial skills to support the branch business.The successful candidate will be responsible for processing financial transactions, promoting bank products and services, and delivering quality service to...

Job Title: Senior Financial ProfessionalJoin a dynamic finance team as a senior financial professional and play a key role in maintaining financial accuracy, compliance, and efficiency across multiple entities and jurisdictions. If you love numbers, organization, and making processes smoother — we want you.Key Responsibilities:Manage daily accounts...

Job Role SummaryThis is a banking role that involves handling financial transactions, customer service and promoting bank products.The ideal candidate will have strong analytical skills, excellent communication skills and be able to work in a fast-paced environment.